Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Ruth Ojeda Luna

South Bend

Summary

I am looking to join a team that is looking to grow. In my career I have achieved record production performances and world class customer service. I am a bilingual (English and Spanish) customer service and sales expert who identifies needs and delivers solutions to problems. I can effectively build long-term relationships with customers while achieving individual sales goals.

Overview

11
11
years of professional experience

Work History

Branch Manager

Tech Credit Union
La Porte
09.2024 - Current
  • I lead daily branch operations ensuring adherence to company policies.
  • Develop and implement branch marketing strategies to enhance customer engagement
  • Train new employees on operational procedures and customer service standards.
  • Manage and inspire team members to perform to full potential, driving branch profitability.
  • In less than a year branch has increased volume in transactions, new memberships and production by 100%

ASSISTANT MANAGER| BUSINESS DEVELOPMENT REPRESENTATIVE

Notre Dame Federal Credit Union
01.2021 - 09.2024
  • Oversee multiple office locations consisting of 15+ employees.
  • Responsible for individual lending production as well as overall branch production.
  • Active in community involvement and business development.
  • Training new personnel on operating procedures and company services.
  • Led team to a 20 million year.
  • Named top branch of the network in 2023.

MEMBER SERVICE REPRESENTATIVE

NOTRE DAME FEDERAL CREDIT UNION
01.2017 - 01.2021
  • I serve my members as an advisor and a financial physician.
  • In this role I open new accounts, develop business as well as serve as the branch lending expert.
  • In 2020 I became the first branch employee to ever lead the retail network of NDFCU in production.
  • I also was named the top employee in my division.
  • In 2020 I achieved 250% of my goal and became first employee to ever hit this mark.
  • I pride myself not in selling but in providing solutions as a trusted advisor.
  • Honors: Branch employee of the year: 2020
  • Retail Network Employee of the year: 2020
  • Platform Partner of the year: 2020, 2021, 2022
  • First employee to achieve 250% of budget.
  • Top Loan Production: 2021
  • President's Award Recipient: 2017, 2018, 2019, 2020, 2021, 2022.
  • Team selected as branch of the year: 2017, 2018, 2019, 2020, 2021, 2022.
  • NDFCU named top financial institution: 2017, 2018, 2019, 2020, 2021, 2022.

MEMBER SERVICE ASSOCIATE

NOTRE DAME FEDERAL CREDIT UNION
03.2016 - 01.2018
  • Responsible for maintaining a cash drawer, performing transactions, cross-selling and finding needs, and closing responsibilities.

SALES ASSOCIATE

LOFT
07.2015 - 03.2016
  • Customer service and sales floor

RESIDENTIAL FIELD SPECIALIST

COMCAST
04.2014 - 04.2015
  • Direct customer interaction, cold call sales door to door, biweekly sales reports, bilingual service

Education

HIGH SCHOOL DIPLOMA -

PENN HIGH SCHOOL

Computer Science

IVY TECH COMMUNITY COLLEGE

Skills

  • Management
  • Sales
  • Communication
  • Bilingual

Accomplishments

  • Branch employee of the year: 2020
  • Retail Network Employee of the year: 2020
  • Platform Partner of the year: 2020, 2021, 2022
  • First employee to achieve 250% of budget.
  • Top Loan Production: 2021
  • President's Award Recipient: 2017, 2018, 2019, 2020, 2021, 2022.
  • Team selected as branch of the year: 2017, 2018, 2019, 2020, 2021, 2022.
  • NDFCU named top financial institution: 2017, 2018, 2019, 2020, 2021, 2022.

Timeline

Branch Manager

Tech Credit Union
09.2024 - Current

ASSISTANT MANAGER| BUSINESS DEVELOPMENT REPRESENTATIVE

Notre Dame Federal Credit Union
01.2021 - 09.2024

MEMBER SERVICE REPRESENTATIVE

NOTRE DAME FEDERAL CREDIT UNION
01.2017 - 01.2021

MEMBER SERVICE ASSOCIATE

NOTRE DAME FEDERAL CREDIT UNION
03.2016 - 01.2018

SALES ASSOCIATE

LOFT
07.2015 - 03.2016

RESIDENTIAL FIELD SPECIALIST

COMCAST
04.2014 - 04.2015

HIGH SCHOOL DIPLOMA -

PENN HIGH SCHOOL

Computer Science

IVY TECH COMMUNITY COLLEGE

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Ruth Ojeda Luna